Import a Transaction File into Quickbooks Online

^{🕒 2024-06-25}

If your bank provides transaction download in OFX, QFX or QBO formats, you can import these files directly into Quickbooks Online. OFX, QFX, QBO files share the same OFX specification with QFX and QBO files having additional details related to Quicken and Quickbooks accounting software. Quickbooks Online supports the OFX import in general, and therefore supports QFX and QBO file import similar to OFX import.

For CSV files, you may need to adjust your CSV file before importing into Quickbooks Online:

• Format amounts to be with just decimal separator (comma or dot) and depending on your Quickbooks Online setup, you may need to change it to what it expects
• Format dates to be just numbers, not named months. Quickbooks works with dates formatted as MM/DD/YYYY, DD/MM/YYYY
• Only description is imported (single column) by Quickbooks with CSV option. Use formats like OFX to import name, description and check number.

How to import a OFX/QFX/QBO file into Quickbooks Online

This tutorial shows how to import a QFX file into Quickbooks Online. If you a QBO or OFX file instead of QFX file, the tutorial still applies.

Step 1. Open Banking section in Quickbooks Online

Login into Quickbooks Online to import a QFX file and click on 'Banking'.

Step 2. Select a Quickbooks Account and the file to import

Then select an account you want to import your data into.

Look for the 'File Upload' button and click on it.

Look for the 'Browse' button and click on it.

Select an OFX or QFX or QBO file. You could have this QFX file, downloaded from your Bank or created with conversion software from different formats, let's say PDF format or QIF format you would use Bank2QFX converter from Propersoft and create a QFX file. IMPORTANT: Bank2QFX is now replaced with the ProperConvert app, which converts from more formats and converts to more formats.

Then click 'Open' and 'Next'.

Review that QFX file you are going to import: filename, Account ID, Account Type, and Date range.

If everything matches as you expected, select Quickbooks account you want to import your data into. Then click 'Next'.

Then click 'Let's go!'.

Step 3. Review Imported Transactions.

Click 'For Review'.

You can see four transactions are imported. The Description column is actually the Payee column from the QFX file.

The Payee column is Vendor records or Payee in Quickbooks to match. We don't have any Vendors yet, so this column is empty. Click on the Payee column.

And then select Vendor/Payee.

Confirm the Category, which is expense or income account. Click 'Add' to add the transaction to the register. Continue for all transactions.

Let's say you realized, that it is an incorrect imported QFX file or something wrong with a file, and you don't want those transactions to be here. So, select all transactions.

Then select 'Batch actions' and click 'Exclude Selected'.

Go to 'Excluded'.

Select all of them again.

Then select 'Batch actions' and click 'Delete'.

So, this way, you completely delete those transactions from Quickbooks Online.

See this tutorial as a video:

~ How to import a CSV file into Quickbooks Online

^ Quickbooks Online imports CSV, QFX, QBO, OFX files. If you already have a CSV file, follow this tutorial to import CSV into QuickBooks Online.

Import a CSV file into Quickbooks Online

Import created CSV file into Quickbooks Online for Windows

Use the ProperConvert app to convert your transaction files to required by your accounting software file format.

Follow the steps below for the Windows version, followed by the Mac version.

When the CSV file is created, switch to Quickbooks online and import created CSV file. Look for 'Banking' and click on it.

The next step is to select an account and click the 'File Upload' button. In your accounting software, look for 'Import a statement', 'Upload a bank file', or similar links to upload the created CSV file.

Then click 'Browse' and select created CSV file, click 'Next'.

Then select an account in Quickbooks to import and click 'Next'.

The next step is to confirm the Mapping and Date format. Date and Description columns should be preselected and the amount column needs to be set. Click the 'Next' button.

Review transactions in Quickbooks online, before importing and click the 'Next' button.

Finish the import by on the next step. Once the transactions are imported, you can review and categorize them under the account.

Import created CSV file into Quickbooks Online for macOS

When the CSV file is created, switch to Quickbooks online and import created CSV file. Look for 'Banking' and click on it.

The next step is to select the account you want to import your data into. Click the 'Upload' button. In your accounting software, look for 'Import a statement', 'Upload a bank file', or similar links to upload the created CSV file.

Then click 'Browse' and select created CSV file, click 'Next'.

Then select an account in Quickbooks to import and click 'Next'.

The next step is to confirm the Mapping and Date format. Date and Description columns should be preselected and the Amount column needs to be set. Click the 'Next' button.

Review transactions in Quickbooks online before importing and click the 'Next' button.

Finish the import by the one next step.

Once the transactions are imported, you can review and categorize them under the account.

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